Core Insights - The article discusses the author's contrarian investment strategy during the pandemic, specifically highlighting investments in beaten-down companies like Occidental Petroleum Corporation (OXY) during the market recovery phase in late 2020 [1]. Company Insights - Occidental Petroleum Corporation (OXY) was identified as a key investment during the pandemic recovery, indicating its potential for growth as the market rebounded [1]. Analyst Background - The author, Dilantha De Silva, is an experienced equity analyst with over 10 years in the investment industry, focusing on small-cap stocks often overlooked by Wall Street analysts [1]. - Dilantha is a CFA Level III candidate and holds qualifications from the Chartered Institute for Securities and Investment (CISI), showcasing a strong professional background in investment analysis [1]. - His work has been featured on major financial platforms such as CNBC, Bloomberg, Nasdaq, and Yahoo Finance, indicating a significant level of recognition in the investment community [1].

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With its Q4 results , CVR Partners, LP ( UAN ) highlighted the risk of owning a variable distribution partnership consisting of only two manufacturing sites. The partnership reported a loss of ($0.97) per unit andI retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I al ...

Group 1 - CVR Partners, LP (UAN) reported a loss of ($0.97) per unit in its Q4 results, highlighting the risks associated with owning a variable distribution partnership with only two manufacturing sites [1] - The company emphasizes the potential volatility and income risks tied to its limited operational footprint [1] Group 2 - The article reflects the author's long-term investment strategy, focusing on matching S&P 500 returns with lower volatility and higher income [1] - The author has been managing their own portfolio since 1998, indicating a preference for long-term holdings unless compelling reasons to sell arise [1]

Core Insights - Amazon.com, Inc. reported its fourth-quarter and full-year 2025 earnings, surpassing expectations with a quarterly revenue of $213.39 billion and diluted earnings per share of $1.92 [1] - For the full year 2025, Amazon's total revenue reached $716.92 billion [1] Financial Performance - Fourth-quarter revenue: $213.39 billion [1] - Earnings per share (diluted) for Q4: $1.92 [1] - Full-year revenue for 2025: $716.92 billion [1]

Group 1 - The article discusses the features of Ian's Insider Corner, which provides access to initiation reports for new stocks, an active chat room, weekly updates, and responses to member questions [1][2] - Ian Bezek, a former hedge fund analyst, specializes in high-quality compounders and growth stocks at reasonable prices, focusing on markets in Latin America and developed markets [2] Group 2 - The article emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [4]

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Group 1 - The article initiates coverage of Viatris (VTRS), a global player in the generic pharmaceutical sector, formed in 2020 through the merger of Mylan and Pfizer's Upjohn division [1] Group 2 - The company operates in developed markets and focuses on fundamental, income-oriented, long-term analysis [2] - Analysts have disclosed a beneficial long position in VTRS shares, indicating confidence in the company's performance [3]

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' trades [1] - The Portfolio Architect, led by Fuller, focuses on an all-weather investment strategy aimed at delivering consistent risk-adjusted returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser [3] - The firm provides educational content and investment strategies but does not make specific offers for securities or investments [3] - FAM emphasizes that past performance is not indicative of future results and advises consultation with licensed financial professionals [3] Platform Features - Dub offers features such as portfolio construction guidance, access to an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional resources include daily briefs on current events, weekly newsletters, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

Core Insights - Business Development Companies (BDCs) are often overlooked by Wall Street but provide substantial dividends, making them attractive for investors seeking high yields [1] Group 1 - BDCs are characterized by their ability to deliver large and robust dividends, appealing to individual investors [1] - The focus on high-yield investment opportunities is emphasized, indicating a trend towards seeking better returns in the current market [1]